See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,628 | $83,337-47.6% | $67,834-35.7% | $273,961-84.1% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | 8.26% | 259.45%-251.2pp | 138.47%-130.2pp | 41.45%-33.2pp |
| Employer contribution / active EE | $3,511 | $3,287+6.8% | $2,403+46.1% | $4,869-27.9% |
| Participant deferral / active EE | $3,511 | $4,088-14.1% | $3,160+11.1% | $5,287-33.6% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |